Blog Archives

On April 20, 2023, ManagementTrack recommended a long position on US Foods (USFD), predicting that the company would significantly outperform under the leadership of newly appointed CEO Dave Flitman. ManagementTrack’s confidence was rooted in Flitman’s extensive operational and leadership experience, … Continue reading →

On January 30, 2023, ManagementTrack recommended a short position on Starbucks (SBUX), focusing on the appointment of Laxman Narasimhan as CEO. Our analysis, grounded in extensive investigative journalism and peer interviews, predicted that Narasimhan’s prior experience and management style would … Continue reading →

On December 28, 2022, ManagementTrack recommended a short position on Pinterest (PINS), focusing on the appointment of Bill Ready as CEO. Our analysis, rooted in a deep dive into Ready’s background and operational tendencies, suggested that his approach to product … Continue reading →

On May 11, 2022, ManagementTrack recommended a short position on Six Flags Entertainment Corporation (SIX), predicting that under the leadership of CEO Selim Bassoul, the company would not meet market expectations. This recommendation was based on a detailed analysis of … Continue reading →

On January 20, 2022, ManagementTrack recommended a long position on AutoNation (AN), driven by the appointment of Mike Manley as CEO. Leveraging Manley’s extensive experience and proven track record in the automotive industry, ManagementTrack anticipated that his leadership would significantly … Continue reading →

On December 8, 2021, ManagementTrack recommended a long position on Cerner Corp (CERN), driven by our confidence in CEO Brent Shafer’s ability to steer the company towards substantial growth. Our analysis, grounded in Shafer’s extensive background in healthcare technology and … Continue reading →

On September 16, 2021, ManagementTrack recommended a long position on Ferrari (RACE), predicated on the appointment of Benedetto Vigna as CEO. Leveraging Vigna’s extensive background in technology and automotive electrification, ManagementTrack projected that his leadership would significantly enhance Ferrari’s strategic … Continue reading →

On July 1, 2021, ManagementTrack recommended a short position on Intel (INTC), predicated on the analysis of newly appointed CEO Patrick Gelsinger’s ability to navigate the company through its existing challenges. Leveraging a unique blend of investigative journalism and in-depth … Continue reading →

On June 9, 2021, ManagementTrack recommended a short position on Walgreens Boots Alliance (WBA), focusing on the newly appointed CEO, Rosalind Brewer. Our analysis, rooted in an exhaustive investigative process, raised concerns about Brewer’s fit for the role given her … Continue reading →

On March 26, 2021, ManagementTrack recommended a long position on ON Semiconductor (ON), predicting the company’s performance would significantly benefit from the leadership of CEO Hassane El-Khoury. ManagementTrack’s unique process, combining investigative journalism with a deep dive into executive backgrounds, … Continue reading →